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State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM

355 hedge funds and large institutions have $2.51B invested in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in 2019 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 125 increasing their positions, 110 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 110

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

0% more funds holding

Funds holding: 354 → 355 (+1)

0.12% more ownership

Funds ownership: 69.57% → 69.69% (+0.12%)

0% less capital invested

Capital invested by funds: $2.52B → $2.51B (-$3.5M)

Holders
355
Holders Change
+1
Holders Change %
+0.28%
% of All Funds
7.79%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
125
Reduced
110
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$13.1M
3
NA
NewEdge Advisors
Louisiana
+$8.22M
4
LWA
Lenox Wealth Advisors
New York
+$6.96M
5
Morgan Stanley
Morgan Stanley
New York
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
AWA
Alaska Wealth Advisors
Alaska
-$26.5M
2
B
Bailard
California
-$12.6M
3
FTUS
Flow Traders U.S.
New York
-$9.37M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$8.77M
5
UFF
USA Financial Formulas
Michigan
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
351
Financial Gravity Asset Management
Texas
$4K – – –
WB
352
Webster Bank
Connecticut
$4K – – –
TC
353
Trust Company
Kansas
$3K +$3.24K +66 New
MAU
354
MRA Associates USA
Arizona
$2.01K – – –
MFT
355
Moisand Fitzgerald Tamayo
Florida
$2K – – –
RFA
356
Reilly Financial Advisors
California
$1K – – –
FTUS
357
Flow Traders U.S.
New York
– -$9.37M -191,548 Closed
UFF
358
USA Financial Formulas
Michigan
– -$8.06M -166,181 Closed
BSWM
359
Boston Standard Wealth Management
Massachusetts
– -$1.34M -27,508 Closed
Citadel Advisors
360
Citadel Advisors
Florida
– -$1.32M -26,999 Closed
CS
361
Credit Suisse
Switzerland
– -$1.13M -23,000 Closed
BBNA
362
Bremer Bank National Association
Minnesota
– -$615K -12,556 Closed
RCAG
363
Rehmann Capital Advisory Group
Michigan
– -$552K -11,290 Closed
TSS
364
Two Sigma Securities
New York
– -$525K -10,736 Closed
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
– -$429K -8,765 Closed
RFC
366
Regions Financial Corp
Alabama
– -$399K -8,149 Closed
AWM
367
Apollon Wealth Management
South Carolina
– -$347K -7,100 Closed
PBO
368
Peoples Bank (Ohio)
Ohio
– -$345K -7,047 Closed
GP
369
Girard Partners
Pennsylvania
– -$302K -6,175 Closed
FTS
370
Fifth Third Securities
Ohio
– -$298K -6,102 Closed
PA
371
Pinnacle Associates
New York
– -$271K -5,532 Closed
PWMAG
372
Pinnacle Wealth Management Advisory Group
New Jersey
– -$271K -5,532 Closed
OAM
373
Oxford Asset Management
United Kingdom
– -$269K -5,500 Closed
FC
374
Fulcrum Capital
Washington
– -$245K -5,000 Closed
ECAM
375
East Coast Asset Management
Massachusetts
– -$237K -4,850 Closed
12 13 14
15
16

SHM Hedge Fund Activity: Q3 2019 in Review

355 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) for Q3 2019, worth a combined $2.51B — down 0.14% from $2.52B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new SHM positions and 32 closed out — a net gain of 4 holders — while 125 added to existing stakes and 110 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $27.1M. The largest seller was Alaska Wealth Advisors, cutting an estimated $26.5M.

  • 355 institutional investors held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) as of Q3 2019, up from 354 in Q2 2019.
  • Funds reported $2.51B of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF stock for Q3 2019, down 0.14% quarter-over-quarter.
  • 36 funds opened new State Street SPDR Nuveen ICE Short Term Municipal Bond ETF positions in Q3 2019 and 32 closed out, a net change of +4 holders.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $27.1M added.
  • The largest State Street SPDR Nuveen ICE Short Term Municipal Bond ETF seller in Q3 2019 was Alaska Wealth Advisors, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2019.